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Regions Bank, Total Fiduciary and Related Assets

2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$87,010,000,00021
Managed Assets ($)$43,867,000,00017
Personal trust and agency accounts, managed assets$11,208,000,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,334,000,00011
Employee benefit-defined benefit accounts, managed assets$1,218,000,00016
Other employee benefit and retirement-related accounts, managed assets$7,437,000,00011
Corporate trust and agency accounts, managed assets$29,000,00021
Investment management and investment advisory agency accounts, managed assets$17,652,000,00019
Foundation and endowment trust and agency accounts, managed assets$3,859,000,00014
Other fiduciary accounts, managed assets$130,000,00019
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$2,210,000,00018
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$43,143,000,00018
Personal trust and agency accounts, non-managed assets$4,642,000,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,087,000,00022
Employee benefit-defined benefit accounts, non-managed Assets$4,069,000,00021
Other retirement accounts, non-managed assets$446,000,00029
Corporate trust and agency accounts, non-managed assets$23,260,000,00012
Investment management and advisory agency accounts, non-managed assets$6,317,000,0005
Foundation and endowment trust and agency accounts, non-managed assets$102,000,00026
Other fiduciary accounts, non-managed assets$220,000,00029
Memoranda
Custody and safekeeping accounts, non-managed assets$26,541,000,00037
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$163,000,00042
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$88,589,000,00021
Managed Assets ($)$45,579,000,00017
Personal trust and agency accounts, managed assets$12,025,000,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,415,000,00010
Employee benefit-defined benefit accounts, managed assets$1,319,000,00018
Other employee benefit and retirement-related accounts, managed assets$7,676,000,00011
Corporate trust and agency accounts, managed assets$30,000,00025
Investment management and investment advisory agency accounts, managed assets$18,094,000,00020
Foundation and endowment trust and agency accounts, managed assets$3,887,000,00014
Other fiduciary accounts, managed assets$133,000,00022
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$2,337,000,00018
Investments of managed fiduciary accts in advised or sponsored mutual funds$040
Non-managed Assets ($)$43,010,000,00021
Personal trust and agency accounts, non-managed assets$5,217,000,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,951,000,00022
Employee benefit-defined benefit accounts, non-managed Assets$4,278,000,00023
Other retirement accounts, non-managed assets$471,000,00030
Corporate trust and agency accounts, non-managed assets$22,075,000,00012
Investment management and advisory agency accounts, non-managed assets$6,666,000,0005
Foundation and endowment trust and agency accounts, non-managed assets$163,000,00023
Other fiduciary accounts, non-managed assets$189,000,00030
Memoranda
Custody and safekeeping accounts, non-managed assets$27,500,000,00037
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$167,000,00045
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$87,032,000,00021
Managed Assets ($)$43,779,000,00017
Personal trust and agency accounts, managed assets$11,458,000,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,437,000,00010
Employee benefit-defined benefit accounts, managed assets$1,252,000,00018
Other employee benefit and retirement-related accounts, managed assets$7,882,000,00011
Corporate trust and agency accounts, managed assets$29,000,00022
Investment management and investment advisory agency accounts, managed assets$16,779,000,00020
Foundation and endowment trust and agency accounts, managed assets$3,817,000,00014
Other fiduciary accounts, managed assets$125,000,00022
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$2,210,000,00018
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$43,253,000,00018
Personal trust and agency accounts, non-managed assets$5,149,000,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,930,000,00022
Employee benefit-defined benefit accounts, non-managed Assets$4,375,000,00021
Other retirement accounts, non-managed assets$506,000,00029
Corporate trust and agency accounts, non-managed assets$21,866,000,00012
Investment management and advisory agency accounts, non-managed assets$7,079,000,0005
Foundation and endowment trust and agency accounts, non-managed assets$159,000,00024
Other fiduciary accounts, non-managed assets$189,000,00030
Memoranda
Custody and safekeeping accounts, non-managed assets$26,476,000,00036
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$166,000,00038
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$84,781,000,00022
Managed Assets ($)$42,022,000,00018
Personal trust and agency accounts, managed assets$11,215,000,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,561,000,0009
Employee benefit-defined benefit accounts, managed assets$1,237,000,00018
Other employee benefit and retirement-related accounts, managed assets$7,578,000,00011
Corporate trust and agency accounts, managed assets$5,000,00036
Investment management and investment advisory agency accounts, managed assets$15,509,000,00022
Foundation and endowment trust and agency accounts, managed assets$3,796,000,00015
Other fiduciary accounts, managed assets$121,000,00023
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$2,216,000,00018
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$42,759,000,00019
Personal trust and agency accounts, non-managed assets$5,080,000,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,634,000,00022
Employee benefit-defined benefit accounts, non-managed Assets$4,252,000,00023
Other retirement accounts, non-managed assets$418,000,00033
Corporate trust and agency accounts, non-managed assets$21,195,000,00012
Investment management and advisory agency accounts, non-managed assets$6,827,000,0005
Foundation and endowment trust and agency accounts, non-managed assets$165,000,00024
Other fiduciary accounts, non-managed assets$188,000,00030
Memoranda
Custody and safekeeping accounts, non-managed assets$26,202,000,00036
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$167,000,00042
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$113,463,000,00018
Managed Assets ($)$50,626,000,00015
Personal trust and agency accounts, managed assets$10,762,000,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,575,000,0008
Employee benefit-defined benefit accounts, managed assets$4,176,000,0008
Other employee benefit and retirement-related accounts, managed assets$7,183,000,00011
Corporate trust and agency accounts, managed assets$11,000,00025
Investment management and investment advisory agency accounts, managed assets$14,867,000,00022
Foundation and endowment trust and agency accounts, managed assets$4,044,000,00013
Other fiduciary accounts, managed assets$7,008,000,0004
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$2,110,000,00017
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$62,837,000,00015
Personal trust and agency accounts, non-managed assets$4,892,000,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,224,000,00020
Employee benefit-defined benefit accounts, non-managed Assets$6,162,000,00017
Other retirement accounts, non-managed assets$437,000,00032
Corporate trust and agency accounts, non-managed assets$20,677,000,00012
Investment management and advisory agency accounts, non-managed assets$6,534,000,0005
Foundation and endowment trust and agency accounts, non-managed assets$349,000,00019
Other fiduciary accounts, non-managed assets$17,562,000,00011
Memoranda
Custody and safekeeping accounts, non-managed assets$24,727,000,00036
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$170,000,00039
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$108,962,000,00019
Managed Assets ($)$49,069,000,00015
Personal trust and agency accounts, managed assets$10,573,000,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,375,000,0008
Employee benefit-defined benefit accounts, managed assets$4,165,000,0008
Other employee benefit and retirement-related accounts, managed assets$7,257,000,00011
Corporate trust and agency accounts, managed assets$22,000,00027
Investment management and investment advisory agency accounts, managed assets$14,230,000,00023
Foundation and endowment trust and agency accounts, managed assets$3,820,000,00013
Other fiduciary accounts, managed assets$6,627,000,0004
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$2,041,000,00017
Investments of managed fiduciary accts in advised or sponsored mutual funds$122,000,00029
Non-managed Assets ($)$59,893,000,00016
Personal trust and agency accounts, non-managed assets$4,727,000,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,618,000,00022
Employee benefit-defined benefit accounts, non-managed Assets$6,279,000,00017
Other retirement accounts, non-managed assets$482,000,00031
Corporate trust and agency accounts, non-managed assets$19,676,000,00012
Investment management and advisory agency accounts, non-managed assets$5,905,000,0005
Foundation and endowment trust and agency accounts, non-managed assets$299,000,00019
Other fiduciary accounts, non-managed assets$16,907,000,00011
Memoranda
Custody and safekeeping accounts, non-managed assets$23,118,000,00037
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$181,000,00042
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$103,808,000,00019
Managed Assets ($)$46,113,000,00015
Personal trust and agency accounts, managed assets$9,638,000,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,426,000,0009
Employee benefit-defined benefit accounts, managed assets$4,044,000,0008
Other employee benefit and retirement-related accounts, managed assets$6,913,000,00010
Corporate trust and agency accounts, managed assets$25,000,00022
Investment management and investment advisory agency accounts, managed assets$13,118,000,00023
Foundation and endowment trust and agency accounts, managed assets$3,607,000,00013
Other fiduciary accounts, managed assets$6,342,000,0004
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$1,831,000,00017
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$57,695,000,00015
Personal trust and agency accounts, non-managed assets$4,376,000,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,581,000,00021
Employee benefit-defined benefit accounts, non-managed Assets$5,957,000,00017
Other retirement accounts, non-managed assets$519,000,00029
Corporate trust and agency accounts, non-managed assets$18,770,000,00012
Investment management and advisory agency accounts, non-managed assets$6,205,000,0005
Foundation and endowment trust and agency accounts, non-managed assets$294,000,00019
Other fiduciary accounts, non-managed assets$15,993,000,00011
Memoranda
Custody and safekeeping accounts, non-managed assets$22,341,000,00036
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managed$213,000,00033
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$97,958,000,00019
Managed Assets ($)$44,080,000,00015
Personal trust and agency accounts, managed assets$9,466,000,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,253,000,0009
Employee benefit-defined benefit accounts, managed assets$3,717,000,0008
Other employee benefit and retirement-related accounts, managed assets$7,183,000,00010
Corporate trust and agency accounts, managed assets$28,000,00024
Investment management and investment advisory agency accounts, managed assets$12,159,000,00023
Foundation and endowment trust and agency accounts, managed assets$3,396,000,00013
Other fiduciary accounts, managed assets$5,878,000,0004
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,718,000,00017
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$53,878,000,00016
Personal trust and agency accounts, non-managed assets$4,346,000,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,222,000,00021
Employee benefit-defined benefit accounts, non-managed Assets$5,688,000,00018
Other retirement accounts, non-managed assets$467,000,00029
Corporate trust and agency accounts, non-managed assets$18,112,000,00012
Investment management and advisory agency accounts, non-managed assets$5,625,000,0005
Foundation and endowment trust and agency accounts, non-managed assets$284,000,00020
Other fiduciary accounts, non-managed assets$14,134,000,00011
Memoranda
Custody and safekeeping accounts, non-managed assets$20,566,000,00036
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$213,000,00034
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$96,420,000,00019
Managed Assets ($)$43,683,000,00015
Personal trust and agency accounts, managed assets$8,591,000,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,306,000,0009
Employee benefit-defined benefit accounts, managed assets$4,624,000,0007
Other employee benefit and retirement-related accounts, managed assets$6,808,000,00010
Corporate trust and agency accounts, managed assets$30,000,00022
Investment management and investment advisory agency accounts, managed assets$11,475,000,00023
Foundation and endowment trust and agency accounts, managed assets$3,057,000,00013
Other fiduciary accounts, managed assets$6,792,000,0004
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,516,000,00017
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$52,737,000,00015
Personal trust and agency accounts, non-managed assets$4,167,000,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,455,000,00021
Employee benefit-defined benefit accounts, non-managed Assets$5,644,000,00017
Other retirement accounts, non-managed assets$416,000,00029
Corporate trust and agency accounts, non-managed assets$18,024,000,00012
Investment management and advisory agency accounts, non-managed assets$5,462,000,0005
Foundation and endowment trust and agency accounts, non-managed assets$271,000,00021
Other fiduciary accounts, non-managed assets$13,298,000,00011
Memoranda
Custody and safekeeping accounts, non-managed assets$18,700,000,00038
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$238,000,00034
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$99,562,000,00019
Managed Assets ($)$47,392,000,00015
Personal trust and agency accounts, managed assets$9,626,000,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,452,000,0007
Employee benefit-defined benefit accounts, managed assets$4,926,000,0007
Other employee benefit and retirement-related accounts, managed assets$7,250,000,00010
Corporate trust and agency accounts, managed assets$35,000,00024
Investment management and investment advisory agency accounts, managed assets$12,528,000,00023
Foundation and endowment trust and agency accounts, managed assets$3,370,000,00014
Other fiduciary accounts, managed assets$7,205,000,0004
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,726,000,00018
Investments of managed fiduciary accts in advised or sponsored mutual funds$197,000,00031
Non-managed Assets ($)$52,170,000,00017
Personal trust and agency accounts, non-managed assets$4,568,000,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,426,000,00021
Employee benefit-defined benefit accounts, non-managed Assets$6,292,000,00017
Other retirement accounts, non-managed assets$501,000,00029
Corporate trust and agency accounts, non-managed assets$17,520,000,00012
Investment management and advisory agency accounts, non-managed assets$4,524,000,0005
Foundation and endowment trust and agency accounts, non-managed assets$273,000,00022
Other fiduciary accounts, non-managed assets$13,066,000,00011
Memoranda
Custody and safekeeping accounts, non-managed assets$20,297,000,00038
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$245,000,00035
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$93,834,000,00019
Managed Assets ($)$45,366,000,00015
Personal trust and agency accounts, managed assets$9,389,000,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,415,000,0007
Employee benefit-defined benefit accounts, managed assets$4,784,000,0007
Other employee benefit and retirement-related accounts, managed assets$7,165,000,00011
Corporate trust and agency accounts, managed assets$41,000,00022
Investment management and investment advisory agency accounts, managed assets$11,395,000,00025
Foundation and endowment trust and agency accounts, managed assets$3,242,000,00015
Other fiduciary accounts, managed assets$6,935,000,0004
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,618,000,00019
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$48,468,000,00017
Personal trust and agency accounts, non-managed assets$4,225,000,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,225,000,00022
Employee benefit-defined benefit accounts, non-managed Assets$6,342,000,00018
Other retirement accounts, non-managed assets$490,000,00029
Corporate trust and agency accounts, non-managed assets$15,644,000,00013
Investment management and advisory agency accounts, non-managed assets$4,218,000,0006
Foundation and endowment trust and agency accounts, non-managed assets$288,000,00022
Other fiduciary accounts, non-managed assets$12,036,000,00011
Memoranda
Custody and safekeeping accounts, non-managed assets$20,497,000,00037
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$252,000,00031
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$65,877,000,00022
Managed Assets ($)$33,875,000,00017
Personal trust and agency accounts, managed assets$9,347,000,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,292,000,0007
Employee benefit-defined benefit accounts, managed assets$1,080,000,00018
Other employee benefit and retirement-related accounts, managed assets$7,523,000,0009
Corporate trust and agency accounts, managed assets$18,000,00030
Investment management and investment advisory agency accounts, managed assets$10,574,000,00025
Foundation and endowment trust and agency accounts, managed assets$2,916,000,00014
Other fiduciary accounts, managed assets$125,000,00024
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,591,000,00017
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$32,002,000,00019
Personal trust and agency accounts, non-managed assets$4,136,000,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,434,000,00023
Employee benefit-defined benefit accounts, non-managed Assets$4,110,000,00022
Other retirement accounts, non-managed assets$496,000,00027
Corporate trust and agency accounts, non-managed assets$15,507,000,00013
Investment management and advisory agency accounts, non-managed assets$4,031,000,0005
Foundation and endowment trust and agency accounts, non-managed assets$95,000,00031
Other fiduciary accounts, non-managed assets$193,000,00028
Memoranda
Custody and safekeeping accounts, non-managed assets$20,243,000,00036
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$258,000,00030
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$65,551,000,00021
Managed Assets ($)$33,067,000,00017
Personal trust and agency accounts, managed assets$9,067,000,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,296,000,0005
Employee benefit-defined benefit accounts, managed assets$1,038,000,00020
Other employee benefit and retirement-related accounts, managed assets$7,274,000,0009
Corporate trust and agency accounts, managed assets$19,000,00028
Investment management and investment advisory agency accounts, managed assets$10,432,000,00025
Foundation and endowment trust and agency accounts, managed assets$2,828,000,00014
Other fiduciary accounts, managed assets$113,000,00024
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,522,000,00018
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$32,484,000,00019
Personal trust and agency accounts, non-managed assets$4,086,000,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,571,000,00023
Employee benefit-defined benefit accounts, non-managed Assets$4,241,000,00021
Other retirement accounts, non-managed assets$523,000,00026
Corporate trust and agency accounts, non-managed assets$16,030,000,00013
Investment management and advisory agency accounts, non-managed assets$3,744,000,0005
Foundation and endowment trust and agency accounts, non-managed assets$95,000,00030
Other fiduciary accounts, non-managed assets$194,000,00030
Memoranda
Custody and safekeeping accounts, non-managed assets$21,779,000,00034
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$264,000,00025
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$63,525,602,00020
Managed Assets ($)$31,262,327,00017
Personal trust and agency accounts, managed assets$8,653,669,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,270,118,0006
Employee benefit-defined benefit accounts, managed assets$977,496,00019
Other employee benefit and retirement-related accounts, managed assets$6,800,059,0009
Corporate trust and agency accounts, managed assets$20,205,00033
Investment management and investment advisory agency accounts, managed assets$9,693,461,00025
Foundation and endowment trust and agency accounts, managed assets$2,737,430,00013
Other fiduciary accounts, managed assets$109,889,00023
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,423,243,00018
Investments of managed fiduciary accts in advised or sponsored mutual funds$043
Non-managed Assets ($)$32,263,275,00019
Personal trust and agency accounts, non-managed assets$3,714,710,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,473,121,00023
Employee benefit-defined benefit accounts, non-managed Assets$4,055,530,00022
Other retirement accounts, non-managed assets$501,972,00024
Corporate trust and agency accounts, non-managed assets$16,689,885,00012
Investment management and advisory agency accounts, non-managed assets$3,530,536,0005
Foundation and endowment trust and agency accounts, non-managed assets$103,655,00030
Other fiduciary accounts, non-managed assets$193,866,00029
Memoranda
Custody and safekeeping accounts, non-managed assets$20,791,229,00035
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$254,191,00028
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$67,238,948,00020
Managed Assets ($)$33,348,126,00016
Personal trust and agency accounts, managed assets$9,271,750,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,455,301,0006
Employee benefit-defined benefit accounts, managed assets$1,007,577,00019
Other employee benefit and retirement-related accounts, managed assets$7,982,123,00010
Corporate trust and agency accounts, managed assets$24,977,00027
Investment management and investment advisory agency accounts, managed assets$9,672,662,00025
Foundation and endowment trust and agency accounts, managed assets$2,823,538,00013
Other fiduciary accounts, managed assets$110,198,00022
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,531,001,00018
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$33,890,822,00019
Personal trust and agency accounts, non-managed assets$4,007,555,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,041,847,00023
Employee benefit-defined benefit accounts, non-managed Assets$5,225,475,00019
Other retirement accounts, non-managed assets$2,284,212,00015
Corporate trust and agency accounts, non-managed assets$17,083,654,00012
Investment management and advisory agency accounts, non-managed assets$938,155,00016
Foundation and endowment trust and agency accounts, non-managed assets$114,198,00029
Other fiduciary accounts, non-managed assets$195,726,00028
Memoranda
Custody and safekeeping accounts, non-managed assets$22,918,858,00034
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$264,218,00029
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$67,216,927,00020
Managed Assets ($)$32,384,464,00016
Personal trust and agency accounts, managed assets$9,138,922,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,342,356,0005
Employee benefit-defined benefit accounts, managed assets$1,015,225,00019
Other employee benefit and retirement-related accounts, managed assets$7,901,961,00010
Corporate trust and agency accounts, managed assets$36,218,00021
Investment management and investment advisory agency accounts, managed assets$9,197,877,00026
Foundation and endowment trust and agency accounts, managed assets$2,658,171,00013
Other fiduciary accounts, managed assets$93,734,00023
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,477,226,00018
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$34,832,463,00019
Personal trust and agency accounts, non-managed assets$4,029,573,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,351,234,00023
Employee benefit-defined benefit accounts, non-managed Assets$5,014,257,00019
Other retirement accounts, non-managed assets$2,629,927,00015
Corporate trust and agency accounts, non-managed assets$18,173,768,00012
Investment management and advisory agency accounts, non-managed assets$323,237,00023
Foundation and endowment trust and agency accounts, non-managed assets$115,175,00029
Other fiduciary accounts, non-managed assets$195,292,00031
Memoranda
Custody and safekeeping accounts, non-managed assets$23,557,340,00034
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$265,022,00028
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$69,367,405,00020
Managed Assets ($)$32,603,044,00016
Personal trust and agency accounts, managed assets$9,220,383,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,404,383,0005
Employee benefit-defined benefit accounts, managed assets$1,071,964,00019
Other employee benefit and retirement-related accounts, managed assets$8,479,818,00010
Corporate trust and agency accounts, managed assets$62,717,00017
Investment management and investment advisory agency accounts, managed assets$8,957,626,00027
Foundation and endowment trust and agency accounts, managed assets$2,311,088,00014
Other fiduciary accounts, managed assets$95,065,00024
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,456,061,00018
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$36,764,361,00019
Personal trust and agency accounts, non-managed assets$4,129,224,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,476,452,00023
Employee benefit-defined benefit accounts, non-managed Assets$5,076,049,00019
Other retirement accounts, non-managed assets$2,699,622,00016
Corporate trust and agency accounts, non-managed assets$19,803,805,00012
Investment management and advisory agency accounts, non-managed assets$269,385,00022
Foundation and endowment trust and agency accounts, non-managed assets$114,936,00029
Other fiduciary accounts, non-managed assets$194,888,00030
Memoranda
Custody and safekeeping accounts, non-managed assets$23,566,745,00034
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$318,437,00025
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$71,408,959,00019
Managed Assets ($)$33,245,164,00017
Personal trust and agency accounts, managed assets$9,486,511,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,542,710,0005
Employee benefit-defined benefit accounts, managed assets$1,094,576,00019
Other employee benefit and retirement-related accounts, managed assets$9,065,592,00010
Corporate trust and agency accounts, managed assets$95,939,00014
Investment management and investment advisory agency accounts, managed assets$8,502,210,00027
Foundation and endowment trust and agency accounts, managed assets$2,365,908,00014
Other fiduciary accounts, managed assets$91,718,00025
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,456,028,00018
Investments of managed fiduciary accts in advised or sponsored mutual funds$046
Non-managed Assets ($)$38,163,795,00019
Personal trust and agency accounts, non-managed assets$4,137,205,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,360,735,00023
Employee benefit-defined benefit accounts, non-managed Assets$5,300,339,00019
Other retirement accounts, non-managed assets$2,342,397,00016
Corporate trust and agency accounts, non-managed assets$21,416,474,00011
Investment management and advisory agency accounts, non-managed assets$282,854,00021
Foundation and endowment trust and agency accounts, non-managed assets$115,222,00030
Other fiduciary accounts, non-managed assets$208,569,00028
Memoranda
Custody and safekeeping accounts, non-managed assets$24,161,870,00034
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$334,481,00027
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$67,463,377,00019
Managed Assets ($)$31,543,875,00017
Personal trust and agency accounts, managed assets$9,601,969,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,391,499,0005
Employee benefit-defined benefit accounts, managed assets$1,125,581,00019
Other employee benefit and retirement-related accounts, managed assets$7,175,986,00010
Corporate trust and agency accounts, managed assets$758,00061
Investment management and investment advisory agency accounts, managed assets$9,022,859,00025
Foundation and endowment trust and agency accounts, managed assets$2,133,445,00015
Other fiduciary accounts, managed assets$91,778,00027
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,412,539,00018
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$35,919,502,00018
Personal trust and agency accounts, non-managed assets$4,032,131,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,162,643,00023
Employee benefit-defined benefit accounts, non-managed Assets$4,884,425,00019
Other retirement accounts, non-managed assets$2,267,874,00016
Corporate trust and agency accounts, non-managed assets$20,002,171,00011
Investment management and advisory agency accounts, non-managed assets$257,484,00021
Foundation and endowment trust and agency accounts, non-managed assets$118,266,00029
Other fiduciary accounts, non-managed assets$194,508,00029
Memoranda
Custody and safekeeping accounts, non-managed assets$23,144,854,00034
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$307,629,00027
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$66,951,480,00019
Managed Assets ($)$30,733,422,00017
Personal trust and agency accounts, managed assets$9,518,266,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,192,751,0005
Employee benefit-defined benefit accounts, managed assets$1,116,477,00017
Other employee benefit and retirement-related accounts, managed assets$7,140,557,00010
Corporate trust and agency accounts, managed assets$2,028,00055
Investment management and investment advisory agency accounts, managed assets$8,647,102,00025
Foundation and endowment trust and agency accounts, managed assets$2,025,379,00016
Other fiduciary accounts, managed assets$90,862,00026
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,357,236,00018
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$36,218,058,00018
Personal trust and agency accounts, non-managed assets$3,972,060,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,107,647,00023
Employee benefit-defined benefit accounts, non-managed Assets$4,701,487,00019
Other retirement accounts, non-managed assets$2,197,582,00016
Corporate trust and agency accounts, non-managed assets$20,652,620,00010
Investment management and advisory agency accounts, non-managed assets$264,900,00019
Foundation and endowment trust and agency accounts, non-managed assets$126,831,00029
Other fiduciary accounts, non-managed assets$194,931,00029
Memoranda
Custody and safekeeping accounts, non-managed assets$24,035,445,00034
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$316,153,00026
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$67,731,454,00019
Managed Assets ($)$29,675,723,00018
Personal trust and agency accounts, managed assets$9,485,641,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,113,242,0005
Employee benefit-defined benefit accounts, managed assets$1,219,122,00015
Other employee benefit and retirement-related accounts, managed assets$6,522,759,00010
Corporate trust and agency accounts, managed assets$2,026,00050
Investment management and investment advisory agency accounts, managed assets$8,280,872,00026
Foundation and endowment trust and agency accounts, managed assets$1,961,269,00016
Other fiduciary accounts, managed assets$90,792,00026
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,316,523,00018
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$38,055,731,00018
Personal trust and agency accounts, non-managed assets$4,030,352,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,090,835,00023
Employee benefit-defined benefit accounts, non-managed Assets$4,475,350,00019
Other retirement accounts, non-managed assets$2,338,051,00016
Corporate trust and agency accounts, non-managed assets$22,529,068,0009
Investment management and advisory agency accounts, non-managed assets$245,480,00021
Foundation and endowment trust and agency accounts, non-managed assets$158,117,00025
Other fiduciary accounts, non-managed assets$188,478,00028
Memoranda
Custody and safekeeping accounts, non-managed assets$23,575,840,00034
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$298,661,00026
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$69,333,146,00018
Managed Assets ($)$28,523,852,00018
Personal trust and agency accounts, managed assets$9,432,571,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,083,246,0005
Employee benefit-defined benefit accounts, managed assets$1,263,956,00015
Other employee benefit and retirement-related accounts, managed assets$5,722,918,00010
Corporate trust and agency accounts, managed assets$2,025,00085
Investment management and investment advisory agency accounts, managed assets$8,029,411,00026
Foundation and endowment trust and agency accounts, managed assets$1,898,859,00015
Other fiduciary accounts, managed assets$90,866,00026
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,267,553,00018
Investments of managed fiduciary accts in advised or sponsored mutual funds$054
Non-managed Assets ($)$40,809,294,00017
Personal trust and agency accounts, non-managed assets$3,894,541,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,958,402,00023
Employee benefit-defined benefit accounts, non-managed Assets$4,326,957,00019
Other retirement accounts, non-managed assets$2,317,529,00016
Corporate trust and agency accounts, non-managed assets$25,732,771,0009
Investment management and advisory agency accounts, non-managed assets$240,323,00021
Foundation and endowment trust and agency accounts, non-managed assets$149,503,00025
Other fiduciary accounts, non-managed assets$189,268,00027
Memoranda
Custody and safekeeping accounts, non-managed assets$22,562,034,00034
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$296,683,00030
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$69,146,926,00017
Managed Assets ($)$28,578,553,00019
Personal trust and agency accounts, managed assets$9,512,689,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$2,039,176,0005
Employee benefit-defined benefit accounts, managed assets$1,327,478,00016
Other employee benefit and retirement-related accounts, managed assets$5,429,552,00010
Corporate trust and agency accounts, managed assets$391,710,00010
Investment management and investment advisory agency accounts, managed assets$7,897,509,00026
Foundation and endowment trust and agency accounts, managed assets$1,903,129,00014
Other fiduciary accounts, managed assets$77,310,00024
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,227,673,00018
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$40,568,373,00016
Personal trust and agency accounts, non-managed assets$3,756,813,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,154,215,00023
Employee benefit-defined benefit accounts, non-managed Assets$4,276,981,00019
Other retirement accounts, non-managed assets$2,037,908,00016
Corporate trust and agency accounts, non-managed assets$25,709,170,0009
Investment management and advisory agency accounts, non-managed assets$247,880,00018
Foundation and endowment trust and agency accounts, non-managed assets$169,852,00025
Other fiduciary accounts, non-managed assets$215,554,00026
Memoranda
Custody and safekeeping accounts, non-managed assets$23,498,024,00034
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$305,271,00027
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$69,009,372,00017
Managed Assets ($)$28,668,365,00018
Personal trust and agency accounts, managed assets$9,488,884,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,960,695,0005
Employee benefit-defined benefit accounts, managed assets$1,303,427,00014
Other employee benefit and retirement-related accounts, managed assets$5,418,314,00010
Corporate trust and agency accounts, managed assets$367,346,0009
Investment management and investment advisory agency accounts, managed assets$8,179,886,00023
Foundation and endowment trust and agency accounts, managed assets$1,874,433,00014
Other fiduciary accounts, managed assets$75,380,00026
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,125,071,00018
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$40,341,007,00016
Personal trust and agency accounts, non-managed assets$3,635,549,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,100,328,00023
Employee benefit-defined benefit accounts, non-managed Assets$4,188,792,00019
Other retirement accounts, non-managed assets$2,370,478,00014
Corporate trust and agency accounts, non-managed assets$25,412,635,0008
Investment management and advisory agency accounts, non-managed assets$247,308,00020
Foundation and endowment trust and agency accounts, non-managed assets$164,794,00023
Other fiduciary accounts, non-managed assets$221,123,00026
Memoranda
Custody and safekeeping accounts, non-managed assets$19,641,201,00035
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$297,227,00027
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$67,446,517,00017
Managed Assets ($)$27,633,657,00019
Personal trust and agency accounts, managed assets$9,444,108,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,869,836,0005
Employee benefit-defined benefit accounts, managed assets$1,311,014,00014
Other employee benefit and retirement-related accounts, managed assets$5,309,134,00010
Corporate trust and agency accounts, managed assets$349,655,00010
Investment management and investment advisory agency accounts, managed assets$7,422,903,00024
Foundation and endowment trust and agency accounts, managed assets$1,852,338,00014
Other fiduciary accounts, managed assets$74,669,00025
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,061,433,00018
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$39,812,860,00016
Personal trust and agency accounts, non-managed assets$3,525,909,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,861,415,00024
Employee benefit-defined benefit accounts, non-managed Assets$4,115,670,00019
Other retirement accounts, non-managed assets$1,953,655,00015
Corporate trust and agency accounts, non-managed assets$25,726,803,0008
Investment management and advisory agency accounts, non-managed assets$244,440,00019
Foundation and endowment trust and agency accounts, non-managed assets$162,743,00023
Other fiduciary accounts, non-managed assets$222,225,00028
Memoranda
Custody and safekeeping accounts, non-managed assets$19,293,076,00035
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$304,626,00028
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$67,029,631,00017
Managed Assets ($)$27,605,760,00019
Personal trust and agency accounts, managed assets$9,480,708,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,917,264,0005
Employee benefit-defined benefit accounts, managed assets$1,288,065,00014
Other employee benefit and retirement-related accounts, managed assets$5,423,503,0009
Corporate trust and agency accounts, managed assets$302,121,00010
Investment management and investment advisory agency accounts, managed assets$7,277,582,00023
Foundation and endowment trust and agency accounts, managed assets$1,831,906,00015
Other fiduciary accounts, managed assets$84,611,00024
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,040,210,00019
Investments of managed fiduciary accts in advised or sponsored mutual funds$062
Non-managed Assets ($)$39,423,871,00016
Personal trust and agency accounts, non-managed assets$3,322,956,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,017,668,00023
Employee benefit-defined benefit accounts, non-managed Assets$4,138,312,00019
Other retirement accounts, non-managed assets$1,981,551,00016
Corporate trust and agency accounts, non-managed assets$25,333,341,0008
Investment management and advisory agency accounts, non-managed assets$246,458,00017
Foundation and endowment trust and agency accounts, non-managed assets$165,359,00021
Other fiduciary accounts, non-managed assets$218,226,00027
Memoranda
Custody and safekeeping accounts, non-managed assets$18,487,314,00036
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$312,411,00029
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$65,697,438,00017
Managed Assets ($)$26,607,323,00019
Personal trust and agency accounts, managed assets$9,447,512,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,849,158,0005
Employee benefit-defined benefit accounts, managed assets$1,299,261,00014
Other employee benefit and retirement-related accounts, managed assets$4,876,354,0009
Corporate trust and agency accounts, managed assets$201,174,00015
Investment management and investment advisory agency accounts, managed assets$7,021,411,00023
Foundation and endowment trust and agency accounts, managed assets$1,837,881,00014
Other fiduciary accounts, managed assets$74,572,00027
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,001,841,00019
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$39,090,115,00016
Personal trust and agency accounts, non-managed assets$3,283,749,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,003,388,00022
Employee benefit-defined benefit accounts, non-managed Assets$4,010,572,00019
Other retirement accounts, non-managed assets$2,137,178,00015
Corporate trust and agency accounts, non-managed assets$25,041,171,0008
Investment management and advisory agency accounts, non-managed assets$236,939,00019
Foundation and endowment trust and agency accounts, non-managed assets$157,376,00022
Other fiduciary accounts, non-managed assets$219,742,00026
Memoranda
Custody and safekeeping accounts, non-managed assets$19,850,844,00036
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$317,677,00028
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$65,151,440,00017
Managed Assets ($)$26,945,197,00018
Personal trust and agency accounts, managed assets$9,939,655,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,908,617,0005
Employee benefit-defined benefit accounts, managed assets$1,356,502,00015
Other employee benefit and retirement-related accounts, managed assets$4,412,725,00012
Corporate trust and agency accounts, managed assets$188,282,00015
Investment management and investment advisory agency accounts, managed assets$7,112,454,00023
Foundation and endowment trust and agency accounts, managed assets$1,950,858,00015
Other fiduciary accounts, managed assets$76,104,00029
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,021,484,00019
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$38,206,243,00017
Personal trust and agency accounts, non-managed assets$3,122,742,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,178,915,00023
Employee benefit-defined benefit accounts, non-managed Assets$4,266,821,00019
Other retirement accounts, non-managed assets$2,139,779,00015
Corporate trust and agency accounts, non-managed assets$23,852,814,0008
Investment management and advisory agency accounts, non-managed assets$259,158,00018
Foundation and endowment trust and agency accounts, non-managed assets$167,698,00022
Other fiduciary accounts, non-managed assets$218,316,00025
Memoranda
Custody and safekeeping accounts, non-managed assets$20,416,879,00037
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$338,028,00028
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$63,709,342,00018
Managed Assets ($)$26,987,282,00019
Personal trust and agency accounts, managed assets$10,110,165,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,888,616,0005
Employee benefit-defined benefit accounts, managed assets$1,395,076,00015
Other employee benefit and retirement-related accounts, managed assets$4,368,228,00012
Corporate trust and agency accounts, managed assets$161,110,00015
Investment management and investment advisory agency accounts, managed assets$7,008,889,00023
Foundation and endowment trust and agency accounts, managed assets$1,979,991,00014
Other fiduciary accounts, managed assets$75,207,00029
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$1,086,305,00020
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$36,722,060,00019
Personal trust and agency accounts, non-managed assets$3,193,625,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,146,160,00023
Employee benefit-defined benefit accounts, non-managed Assets$4,333,819,00020
Other retirement accounts, non-managed assets$1,736,199,00020
Corporate trust and agency accounts, non-managed assets$22,594,981,0009
Investment management and advisory agency accounts, non-managed assets$320,636,00017
Foundation and endowment trust and agency accounts, non-managed assets$181,074,00022
Other fiduciary accounts, non-managed assets$215,566,00028
Memoranda
Custody and safekeeping accounts, non-managed assets$18,673,846,00039
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$339,997,00031
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$61,297,474,00019
Managed Assets ($)$26,863,128,00019
Personal trust and agency accounts, managed assets$10,330,334,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,854,210,0005
Employee benefit-defined benefit accounts, managed assets$1,351,492,00015
Other employee benefit and retirement-related accounts, managed assets$4,257,361,00012
Corporate trust and agency accounts, managed assets$158,352,00015
Investment management and investment advisory agency accounts, managed assets$6,829,083,00023
Foundation and endowment trust and agency accounts, managed assets$2,006,095,00014
Other fiduciary accounts, managed assets$76,201,00028
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$978,521,00021
Investments of managed fiduciary accts in advised or sponsored mutual funds$063
Non-managed Assets ($)$34,434,346,00019
Personal trust and agency accounts, non-managed assets$3,093,675,00017
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,133,814,00022
Employee benefit-defined benefit accounts, non-managed Assets$4,195,903,00020
Other retirement accounts, non-managed assets$1,563,083,00019
Corporate trust and agency accounts, non-managed assets$20,785,595,00010
Investment management and advisory agency accounts, non-managed assets$301,942,00019
Foundation and endowment trust and agency accounts, non-managed assets$143,978,00025
Other fiduciary accounts, non-managed assets$216,356,00028
Memoranda
Custody and safekeeping accounts, non-managed assets$17,307,337,00039
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$309,205,00035
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$60,223,464,00019
Managed Assets ($)$26,435,613,00018
Personal trust and agency accounts, managed assets$10,313,787,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,747,417,0005
Employee benefit-defined benefit accounts, managed assets$1,354,374,00014
Other employee benefit and retirement-related accounts, managed assets$4,223,697,00012
Corporate trust and agency accounts, managed assets$156,024,00015
Investment management and investment advisory agency accounts, managed assets$6,624,439,00024
Foundation and endowment trust and agency accounts, managed assets$1,939,481,00014
Other fiduciary accounts, managed assets$76,394,00028
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$943,236,00020
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$33,787,851,00019
Personal trust and agency accounts, non-managed assets$3,087,159,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,992,414,00023
Employee benefit-defined benefit accounts, non-managed Assets$4,417,556,00020
Other retirement accounts, non-managed assets$1,637,868,00020
Corporate trust and agency accounts, non-managed assets$20,021,585,0009
Investment management and advisory agency accounts, non-managed assets$284,016,00019
Foundation and endowment trust and agency accounts, non-managed assets$128,927,00026
Other fiduciary accounts, non-managed assets$218,326,00024
Memoranda
Custody and safekeeping accounts, non-managed assets$15,959,081,00038
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$308,198,00032
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$58,767,182,00020
Managed Assets ($)$26,475,144,00018
Personal trust and agency accounts, managed assets$10,426,528,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,661,114,0005
Employee benefit-defined benefit accounts, managed assets$1,297,468,00016
Other employee benefit and retirement-related accounts, managed assets$4,235,862,00011
Corporate trust and agency accounts, managed assets$137,687,00015
Investment management and investment advisory agency accounts, managed assets$6,672,014,00025
Foundation and endowment trust and agency accounts, managed assets$1,969,225,00014
Other fiduciary accounts, managed assets$75,246,00027
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$919,171,00020
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$32,292,038,00019
Personal trust and agency accounts, non-managed assets$3,270,673,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,007,261,00024
Employee benefit-defined benefit accounts, non-managed Assets$4,453,744,00020
Other retirement accounts, non-managed assets$1,637,863,00020
Corporate trust and agency accounts, non-managed assets$18,293,201,0009
Investment management and advisory agency accounts, non-managed assets$277,021,00019
Foundation and endowment trust and agency accounts, non-managed assets$130,382,00026
Other fiduciary accounts, non-managed assets$221,893,00024
Memoranda
Custody and safekeeping accounts, non-managed assets$15,553,694,00039
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$324,403,00032
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$58,141,650,00021
Managed Assets ($)$25,860,141,00019
Personal trust and agency accounts, managed assets$10,338,336,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,607,363,0008
Employee benefit-defined benefit accounts, managed assets$1,306,412,00015
Other employee benefit and retirement-related accounts, managed assets$4,034,863,00011
Corporate trust and agency accounts, managed assets$104,250,00015
Investment management and investment advisory agency accounts, managed assets$5,908,476,00026
Foundation and endowment trust and agency accounts, managed assets$2,484,044,00013
Other fiduciary accounts, managed assets$76,397,00027
Memoranda
Fiduciary accounts held in foreign offices, managed assets$05
Individual retirement,health savings and similar accounts, managed assets$865,590,00020
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$32,281,509,00020
Personal trust and agency accounts, non-managed assets$3,183,764,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,022,028,00024
Employee benefit-defined benefit accounts, non-managed Assets$4,268,909,00021
Other retirement accounts, non-managed assets$1,584,045,00021
Corporate trust and agency accounts, non-managed assets$18,646,707,0009
Investment management and advisory agency accounts, non-managed assets$224,992,00018
Foundation and endowment trust and agency accounts, non-managed assets$128,576,00024
Other fiduciary accounts, non-managed assets$222,488,00024
Memoranda
Custody and safekeeping accounts, non-managed assets$16,627,309,00038
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$327,424,00033
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$57,588,323,00021
Managed Assets ($)$25,538,374,00019
Personal trust and agency accounts, managed assets$10,488,371,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,531,686,0008
Employee benefit-defined benefit accounts, managed assets$1,257,178,00015
Other employee benefit and retirement-related accounts, managed assets$3,795,717,00012
Corporate trust and agency accounts, managed assets$39,356,00019
Investment management and investment advisory agency accounts, managed assets$5,869,046,00027
Foundation and endowment trust and agency accounts, managed assets$2,480,961,00013
Other fiduciary accounts, managed assets$76,059,00028
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$852,665,00020
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$32,049,949,00020
Personal trust and agency accounts, non-managed assets$3,043,787,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,807,319,00024
Employee benefit-defined benefit accounts, non-managed Assets$4,131,341,00021
Other retirement accounts, non-managed assets$1,165,920,00021
Corporate trust and agency accounts, non-managed assets$19,025,059,0009
Investment management and advisory agency accounts, non-managed assets$228,136,00018
Foundation and endowment trust and agency accounts, non-managed assets$118,500,00026
Other fiduciary accounts, non-managed assets$529,887,00019
Memoranda
Custody and safekeeping accounts, non-managed assets$15,693,718,00039
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$349,181,00035
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$58,040,399,00022
Managed Assets ($)$27,467,192,00020
Personal trust and agency accounts, managed assets$10,124,869,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,824,220,00010
Employee benefit-defined benefit accounts, managed assets$1,344,484,00015
Other employee benefit and retirement-related accounts, managed assets$5,919,373,0009
Corporate trust and agency accounts, managed assets$39,273,00019
Investment management and investment advisory agency accounts, managed assets$5,701,843,00029
Foundation and endowment trust and agency accounts, managed assets$2,437,093,00012
Other fiduciary accounts, managed assets$76,037,00027
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$814,483,00020
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$30,573,207,00020
Personal trust and agency accounts, non-managed assets$2,983,257,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,128,859,00025
Employee benefit-defined benefit accounts, non-managed Assets$3,933,221,00020
Other retirement accounts, non-managed assets$1,041,873,00021
Corporate trust and agency accounts, non-managed assets$18,609,986,0009
Investment management and advisory agency accounts, non-managed assets$0198
Foundation and endowment trust and agency accounts, non-managed assets$120,458,00024
Other fiduciary accounts, non-managed assets$755,553,00016
Memoranda
Custody and safekeeping accounts, non-managed assets$16,062,385,00039
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$347,458,00035
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$57,461,312,00022
Managed Assets ($)$27,235,937,00018
Personal trust and agency accounts, managed assets$10,115,845,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,837,426,00011
Employee benefit-defined benefit accounts, managed assets$1,302,089,00016
Other employee benefit and retirement-related accounts, managed assets$5,831,558,0009
Corporate trust and agency accounts, managed assets$38,765,00021
Investment management and investment advisory agency accounts, managed assets$5,534,923,00029
Foundation and endowment trust and agency accounts, managed assets$2,499,308,00012
Other fiduciary accounts, managed assets$76,023,00027
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$774,655,00020
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$30,225,375,00020
Personal trust and agency accounts, non-managed assets$2,983,464,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,153,936,00025
Employee benefit-defined benefit accounts, non-managed Assets$3,830,467,00020
Other retirement accounts, non-managed assets$955,620,00022
Corporate trust and agency accounts, non-managed assets$18,374,033,0009
Investment management and advisory agency accounts, non-managed assets$0202
Foundation and endowment trust and agency accounts, non-managed assets$138,984,00022
Other fiduciary accounts, non-managed assets$788,871,00015
Memoranda
Custody and safekeeping accounts, non-managed assets$17,685,767,00038
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$345,467,00036
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$59,383,362,00020
Managed Assets ($)$27,502,932,00019
Personal trust and agency accounts, managed assets$10,205,972,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,749,057,00010
Employee benefit-defined benefit accounts, managed assets$1,302,069,00017
Other employee benefit and retirement-related accounts, managed assets$5,656,355,0009
Corporate trust and agency accounts, managed assets$39,192,00019
Investment management and investment advisory agency accounts, managed assets$5,929,205,00027
Foundation and endowment trust and agency accounts, managed assets$2,545,912,00011
Other fiduciary accounts, managed assets$75,170,00028
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$746,599,00020
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$31,880,430,00019
Personal trust and agency accounts, non-managed assets$2,979,154,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,036,806,00025
Employee benefit-defined benefit accounts, non-managed Assets$3,807,006,00020
Other retirement accounts, non-managed assets$1,022,096,00021
Corporate trust and agency accounts, non-managed assets$20,097,336,0009
Investment management and advisory agency accounts, non-managed assets$0204
Foundation and endowment trust and agency accounts, non-managed assets$133,347,00022
Other fiduciary accounts, non-managed assets$804,685,00015
Memoranda
Custody and safekeeping accounts, non-managed assets$16,474,648,00039
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$350,546,00034
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$57,433,098,00020
Managed Assets ($)$27,182,460,00018
Personal trust and agency accounts, managed assets$9,876,900,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,568,562,00011
Employee benefit-defined benefit accounts, managed assets$1,476,549,00017
Other employee benefit and retirement-related accounts, managed assets$5,597,692,0009
Corporate trust and agency accounts, managed assets$39,738,00019
Investment management and investment advisory agency accounts, managed assets$6,037,247,00025
Foundation and endowment trust and agency accounts, managed assets$2,564,596,00011
Other fiduciary accounts, managed assets$21,176,00050
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$707,370,00020
Investments of managed fiduciary accts in advised or sponsored mutual funds$072
Non-managed Assets ($)$30,250,638,00018
Personal trust and agency accounts, non-managed assets$2,883,961,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,913,459,00025
Employee benefit-defined benefit accounts, non-managed Assets$3,433,476,00019
Other retirement accounts, non-managed assets$1,032,600,00021
Corporate trust and agency accounts, non-managed assets$19,036,292,0009
Investment management and advisory agency accounts, non-managed assets$0412
Foundation and endowment trust and agency accounts, non-managed assets$100,999,00023
Other fiduciary accounts, non-managed assets$849,851,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$15,321,710,00039
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$339,176,00032
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$56,093,199,00021
Managed Assets ($)$26,059,358,00019
Personal trust and agency accounts, managed assets$10,068,006,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,424,940,00011
Employee benefit-defined benefit accounts, managed assets$1,477,465,00016
Other employee benefit and retirement-related accounts, managed assets$5,376,292,00010
Corporate trust and agency accounts, managed assets$39,665,00019
Investment management and investment advisory agency accounts, managed assets$5,721,722,00027
Foundation and endowment trust and agency accounts, managed assets$1,929,792,00013
Other fiduciary accounts, managed assets$21,476,00042
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$716,437,00020
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$30,033,841,00018
Personal trust and agency accounts, non-managed assets$2,932,042,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,066,470,00024
Employee benefit-defined benefit accounts, non-managed Assets$3,320,869,00019
Other retirement accounts, non-managed assets$883,464,00022
Corporate trust and agency accounts, non-managed assets$18,874,460,0008
Investment management and advisory agency accounts, non-managed assets$0208
Foundation and endowment trust and agency accounts, non-managed assets$92,664,00023
Other fiduciary accounts, non-managed assets$863,872,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$17,533,308,00036
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$333,087,00033
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$55,796,333,00019
Managed Assets ($)$26,201,491,00017
Personal trust and agency accounts, managed assets$10,142,614,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,329,442,00011
Employee benefit-defined benefit accounts, managed assets$1,412,422,00016
Other employee benefit and retirement-related accounts, managed assets$5,213,641,0009
Corporate trust and agency accounts, managed assets$39,262,00020
Investment management and investment advisory agency accounts, managed assets$5,642,808,00028
Foundation and endowment trust and agency accounts, managed assets$2,388,315,00012
Other fiduciary accounts, managed assets$32,987,00032
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$692,223,00019
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$29,594,842,00018
Personal trust and agency accounts, non-managed assets$2,579,863,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,166,360,00024
Employee benefit-defined benefit accounts, non-managed Assets$3,084,081,00019
Other retirement accounts, non-managed assets$873,372,00023
Corporate trust and agency accounts, non-managed assets$18,960,007,0008
Investment management and advisory agency accounts, non-managed assets$0201
Foundation and endowment trust and agency accounts, non-managed assets$84,403,00023
Other fiduciary accounts, non-managed assets$846,756,00015
Memoranda
Custody and safekeeping accounts, non-managed assets$14,794,527,00037
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managed$329,548,00032
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$56,307,500,00018
Managed Assets ($)$26,793,603,00018
Personal trust and agency accounts, managed assets$10,315,473,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,298,349,00011
Employee benefit-defined benefit accounts, managed assets$1,467,768,00016
Other employee benefit and retirement-related accounts, managed assets$5,467,451,0009
Corporate trust and agency accounts, managed assets$39,085,00019
Investment management and investment advisory agency accounts, managed assets$5,739,549,00027
Foundation and endowment trust and agency accounts, managed assets$2,434,274,00012
Other fiduciary accounts, managed assets$31,654,00034
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$747,685,00018
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$29,513,897,00017
Personal trust and agency accounts, non-managed assets$2,829,235,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,337,626,00023
Employee benefit-defined benefit accounts, non-managed Assets$3,203,412,00019
Other retirement accounts, non-managed assets$913,447,00023
Corporate trust and agency accounts, non-managed assets$18,576,914,0008
Investment management and advisory agency accounts, non-managed assets$0198
Foundation and endowment trust and agency accounts, non-managed assets$84,014,00024
Other fiduciary accounts, non-managed assets$569,249,00018
Memoranda
Custody and safekeeping accounts, non-managed assets$22,131,632,00033
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$338,792,00031
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$53,987,567,00019
Managed Assets ($)$25,885,550,00017
Personal trust and agency accounts, managed assets$10,031,319,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,231,487,00011
Employee benefit-defined benefit accounts, managed assets$1,579,906,00014
Other employee benefit and retirement-related accounts, managed assets$5,031,225,0007
Corporate trust and agency accounts, managed assets$39,214,00020
Investment management and investment advisory agency accounts, managed assets$5,559,519,00026
Foundation and endowment trust and agency accounts, managed assets$2,381,776,00011
Other fiduciary accounts, managed assets$31,104,00034
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$717,013,00016
Investments of managed fiduciary accts in advised or sponsored mutual funds$066
Non-managed Assets ($)$28,102,017,00017
Personal trust and agency accounts, non-managed assets$2,679,382,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,176,096,00023
Employee benefit-defined benefit accounts, non-managed Assets$3,075,573,00020
Other retirement accounts, non-managed assets$874,498,00023
Corporate trust and agency accounts, non-managed assets$17,672,685,0008
Investment management and advisory agency accounts, non-managed assets$0408
Foundation and endowment trust and agency accounts, non-managed assets$83,269,00023
Other fiduciary accounts, non-managed assets$540,514,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$20,627,521,00033
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$312,280,00030
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$53,916,554,00020
Managed Assets ($)$25,162,308,00018
Personal trust and agency accounts, managed assets$9,764,583,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,126,925,00011
Employee benefit-defined benefit accounts, managed assets$1,529,435,00014
Other employee benefit and retirement-related accounts, managed assets$4,891,989,0006
Corporate trust and agency accounts, managed assets$39,087,00018
Investment management and investment advisory agency accounts, managed assets$5,427,517,00028
Foundation and endowment trust and agency accounts, managed assets$2,352,173,00010
Other fiduciary accounts, managed assets$30,599,00034
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$695,990,00018
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$28,754,246,00017
Personal trust and agency accounts, non-managed assets$2,746,356,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,171,413,00023
Employee benefit-defined benefit accounts, non-managed Assets$3,031,624,00021
Other retirement accounts, non-managed assets$852,987,00023
Corporate trust and agency accounts, non-managed assets$18,330,610,0008
Investment management and advisory agency accounts, non-managed assets$0186
Foundation and endowment trust and agency accounts, non-managed assets$87,888,00020
Other fiduciary accounts, non-managed assets$533,368,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$23,683,688,00031
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$302,981,00028
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$56,758,129,00019
Managed Assets ($)$26,913,462,00017
Personal trust and agency accounts, managed assets$10,714,102,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,211,555,00011
Employee benefit-defined benefit accounts, managed assets$1,550,794,00013
Other employee benefit and retirement-related accounts, managed assets$5,142,156,0006
Corporate trust and agency accounts, managed assets$38,562,00018
Investment management and investment advisory agency accounts, managed assets$5,698,793,00029
Foundation and endowment trust and agency accounts, managed assets$2,527,221,00011
Other fiduciary accounts, managed assets$30,279,00036
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$764,743,00018
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$29,844,667,00018
Personal trust and agency accounts, non-managed assets$2,737,746,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,460,507,00023
Employee benefit-defined benefit accounts, non-managed Assets$3,266,376,00020
Other retirement accounts, non-managed assets$889,113,00022
Corporate trust and agency accounts, non-managed assets$18,850,185,00010
Investment management and advisory agency accounts, non-managed assets$0182
Foundation and endowment trust and agency accounts, non-managed assets$93,592,00021
Other fiduciary accounts, non-managed assets$547,148,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$22,693,613,00033
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$316,766,00027
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$57,445,327,00019
Managed Assets ($)$28,558,295,00017
Personal trust and agency accounts, managed assets$12,274,128,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,093,437,00011
Employee benefit-defined benefit accounts, managed assets$1,557,143,00013
Other employee benefit and retirement-related accounts, managed assets$5,107,610,0006
Corporate trust and agency accounts, managed assets$34,691,00020
Investment management and investment advisory agency accounts, managed assets$6,094,332,00024
Foundation and endowment trust and agency accounts, managed assets$2,362,124,00011
Other fiduciary accounts, managed assets$34,830,00033
Memoranda
Fiduciary accounts held in foreign offices, managed assets$07
Individual retirement,health savings and similar accounts, managed assets$759,126,00018
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$28,887,032,00018
Personal trust and agency accounts, non-managed assets$1,203,013,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,672,183,00023
Employee benefit-defined benefit accounts, non-managed Assets$3,299,513,00020
Other retirement accounts, non-managed assets$938,196,00021
Corporate trust and agency accounts, non-managed assets$19,147,689,00010
Investment management and advisory agency accounts, non-managed assets$0179
Foundation and endowment trust and agency accounts, non-managed assets$92,053,00023
Other fiduciary accounts, non-managed assets$534,385,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$22,976,043,00032
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$321,780,00025
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$55,955,199,00020
Managed Assets ($)$27,595,597,00017
Personal trust and agency accounts, managed assets$12,047,614,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,010,096,00012
Employee benefit-defined benefit accounts, managed assets$1,553,132,00014
Other employee benefit and retirement-related accounts, managed assets$5,154,295,0006
Corporate trust and agency accounts, managed assets$2,294,000101
Investment management and investment advisory agency accounts, managed assets$5,919,765,00026
Foundation and endowment trust and agency accounts, managed assets$1,865,797,00011
Other fiduciary accounts, managed assets$42,604,00033
Memoranda
Fiduciary accounts held in foreign offices, managed assets$06
Individual retirement,health savings and similar accounts, managed assets$746,511,00017
Investments of managed fiduciary accts in advised or sponsored mutual funds$081
Non-managed Assets ($)$28,359,602,00018
Personal trust and agency accounts, non-managed assets$1,095,868,00023
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,473,866,00023
Employee benefit-defined benefit accounts, non-managed Assets$2,977,505,00021
Other retirement accounts, non-managed assets$1,144,947,00019
Corporate trust and agency accounts, non-managed assets$19,061,845,00011
Investment management and advisory agency accounts, non-managed assets$0404
Foundation and endowment trust and agency accounts, non-managed assets$82,231,00024
Other fiduciary accounts, non-managed assets$523,340,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$20,659,607,00033
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$283,974,00030
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$52,927,646,00022
Managed Assets ($)$26,116,607,00017
Personal trust and agency accounts, managed assets$11,602,340,00011
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$951,163,00012
Employee benefit-defined benefit accounts, managed assets$1,522,967,00014
Other employee benefit and retirement-related accounts, managed assets$5,046,555,0006
Corporate trust and agency accounts, managed assets$2,513,00055
Investment management and investment advisory agency accounts, managed assets$5,128,974,00027
Foundation and endowment trust and agency accounts, managed assets$1,820,111,00010
Other fiduciary accounts, managed assets$41,984,00030
Memoranda
Fiduciary accounts held in foreign offices, managed assets$08
Individual retirement,health savings and similar accounts, managed assets$710,815,00017
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$26,811,039,00019
Personal trust and agency accounts, non-managed assets$1,079,370,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,466,004,00023
Employee benefit-defined benefit accounts, non-managed Assets$2,950,371,00020
Other retirement accounts, non-managed assets$981,277,00019
Corporate trust and agency accounts, non-managed assets$17,756,125,00011
Investment management and advisory agency accounts, non-managed assets$0165
Foundation and endowment trust and agency accounts, non-managed assets$89,831,00021
Other fiduciary accounts, non-managed assets$488,061,00016
Memoranda
Custody and safekeeping accounts, non-managed assets$21,645,214,00033
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$286,906,00027
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$50,959,195,00023
Managed Assets ($)$25,078,927,00017
Personal trust and agency accounts, managed assets$11,225,133,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$916,388,00012
Employee benefit-defined benefit accounts, managed assets$1,424,245,00015
Other employee benefit and retirement-related accounts, managed assets$4,991,307,0005
Corporate trust and agency accounts, managed assets$2,496,00059
Investment management and investment advisory agency accounts, managed assets$4,747,637,00030
Foundation and endowment trust and agency accounts, managed assets$1,735,008,0009
Other fiduciary accounts, managed assets$36,713,00031
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$666,001,00017
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$25,880,268,00019
Personal trust and agency accounts, non-managed assets$1,050,631,00022
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,480,998,00022
Employee benefit-defined benefit accounts, non-managed Assets$2,527,573,00022
Other retirement accounts, non-managed assets$3,454,340,00013
Corporate trust and agency accounts, non-managed assets$14,807,436,00012
Investment management and advisory agency accounts, non-managed assets$0167
Foundation and endowment trust and agency accounts, non-managed assets$298,699,00012
Other fiduciary accounts, non-managed assets$260,591,00020
Memoranda
Custody and safekeeping accounts, non-managed assets$19,726,676,00033
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$283,025,00025
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$52,766,959,00022
Managed Assets ($)$26,038,735,00017
Personal trust and agency accounts, managed assets$11,525,609,00012
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$957,186,00012
Employee benefit-defined benefit accounts, managed assets$1,853,977,00014
Other employee benefit and retirement-related accounts, managed assets$4,873,971,0006
Corporate trust and agency accounts, managed assets$2,177,00058
Investment management and investment advisory agency accounts, managed assets$4,912,525,00028
Foundation and endowment trust and agency accounts, managed assets$1,865,975,0009
Other fiduciary accounts, managed assets$47,315,00030
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$710,000,00016
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$26,728,224,00020
Personal trust and agency accounts, non-managed assets$1,075,690,00021
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,216,464,00016
Employee benefit-defined benefit accounts, non-managed Assets$2,570,699,00023
Other retirement accounts, non-managed assets$2,539,283,00013
Corporate trust and agency accounts, non-managed assets$13,747,707,00012
Investment management and advisory agency accounts, non-managed assets$0163
Foundation and endowment trust and agency accounts, non-managed assets$91,108,00025
Other fiduciary accounts, non-managed assets$487,273,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$19,606,922,00033
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$294,155,00025
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$51,190,309,00023
Managed Assets ($)$25,781,073,00018
Personal trust and agency accounts, managed assets$11,385,528,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$954,539,00013
Employee benefit-defined benefit accounts, managed assets$1,905,898,00016
Other employee benefit and retirement-related accounts, managed assets$4,819,516,0005
Corporate trust and agency accounts, managed assets$2,591,00094
Investment management and investment advisory agency accounts, managed assets$4,843,975,00029
Foundation and endowment trust and agency accounts, managed assets$1,833,320,00010
Other fiduciary accounts, managed assets$35,706,00036
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assets$686,286,00018
Investments of managed fiduciary accts in advised or sponsored mutual funds$083
Non-managed Assets ($)$25,409,236,00021
Personal trust and agency accounts, non-managed assets$1,113,934,00022
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,078,287,00018
Employee benefit-defined benefit accounts, non-managed Assets$2,453,015,00023
Other retirement accounts, non-managed assets$2,175,169,00015
Corporate trust and agency accounts, non-managed assets$12,982,059,00012
Investment management and advisory agency accounts, non-managed assets$0351
Foundation and endowment trust and agency accounts, non-managed assets$94,130,00024
Other fiduciary accounts, non-managed assets$512,642,00017
Memoranda
Custody and safekeeping accounts, non-managed assets$18,868,856,00034
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managed$302,950,00028
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$50,410,802,00023
Managed Assets ($)$26,019,426,00020
Personal trust and agency accounts, managed assets$12,887,574,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$828,928,00015
Employee benefit-defined benefit accounts, managed assets$1,788,900,00019
Other employee benefit and retirement-related accounts, managed assets$5,022,550,0004
Corporate trust and agency accounts, managed assets$2,784,00057
Investment management and investment advisory agency accounts, managed assets$5,124,389,00030
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$364,301,00022
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$24,391,376,00021
Personal trust and agency accounts, non-managed assets$1,202,588,00023
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,062,291,00019
Employee benefit-defined benefit accounts, non-managed Assets$2,295,009,00024
Other retirement accounts, non-managed assets$2,202,992,00015
Corporate trust and agency accounts, non-managed assets$12,029,613,00012
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$598,883,00019
Memoranda
Custody and safekeeping accounts, non-managed assets$18,611,072,00036
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$48,343,821,00023
Managed Assets ($)$24,357,866,00021
Personal trust and agency accounts, managed assets$12,166,045,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$790,784,00015
Employee benefit-defined benefit accounts, managed assets$1,704,838,00019
Other employee benefit and retirement-related accounts, managed assets$4,520,014,0004
Corporate trust and agency accounts, managed assets$3,147,00058
Investment management and investment advisory agency accounts, managed assets$4,818,648,00030
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$354,390,00022
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$23,985,955,00022
Personal trust and agency accounts, non-managed assets$1,182,134,00024
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,656,159,00019
Employee benefit-defined benefit accounts, non-managed Assets$2,052,499,00023
Other retirement accounts, non-managed assets$2,721,839,00013
Corporate trust and agency accounts, non-managed assets$11,793,766,00012
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$579,558,00019
Memoranda
Custody and safekeeping accounts, non-managed assets$18,112,148,00036
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$45,007,014,00024
Managed Assets ($)$23,184,847,00021
Personal trust and agency accounts, managed assets$11,579,947,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$821,238,00014
Employee benefit-defined benefit accounts, managed assets$1,643,038,00019
Other employee benefit and retirement-related accounts, managed assets$4,290,176,0004
Corporate trust and agency accounts, managed assets$3,417,00056
Investment management and investment advisory agency accounts, managed assets$4,496,462,00031
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$350,569,00023
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$21,822,167,00022
Personal trust and agency accounts, non-managed assets$1,152,764,00023
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,026,860,00019
Employee benefit-defined benefit accounts, non-managed Assets$1,739,190,00025
Other retirement accounts, non-managed assets$2,450,285,00011
Corporate trust and agency accounts, non-managed assets$10,787,026,00012
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$666,042,00018
Memoranda
Custody and safekeeping accounts, non-managed assets$18,371,705,00035
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$46,756,079,00024
Managed Assets ($)$24,624,526,00021
Personal trust and agency accounts, managed assets$12,354,540,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$839,485,00013
Employee benefit-defined benefit accounts, managed assets$1,812,550,00015
Other employee benefit and retirement-related accounts, managed assets$4,648,915,0003
Corporate trust and agency accounts, managed assets$3,305,00096
Investment management and investment advisory agency accounts, managed assets$4,620,228,00031
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$345,503,00023
Memoranda
Fiduciary accounts held in foreign offices, managed assets$09
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$22,131,553,00022
Personal trust and agency accounts, non-managed assets$1,056,149,00026
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$5,487,223,00018
Employee benefit-defined benefit accounts, non-managed Assets$1,960,092,00026
Other retirement accounts, non-managed assets$2,229,465,00012
Corporate trust and agency accounts, non-managed assets$10,710,334,00013
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$688,290,00018
Memoranda
Custody and safekeeping accounts, non-managed assets$17,539,826,00036
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$53,366,329,00023
Managed Assets ($)$26,904,617,00020
Personal trust and agency accounts, managed assets$13,893,639,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$929,259,00014
Employee benefit-defined benefit accounts, managed assets$1,925,684,00018
Other employee benefit and retirement-related accounts, managed assets$4,863,591,0005
Corporate trust and agency accounts, managed assets$3,022,00062
Investment management and investment advisory agency accounts, managed assets$4,960,375,00032
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$329,047,00022
Memoranda
Fiduciary accounts held in foreign offices, managed assets$010
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$26,461,712,00022
Personal trust and agency accounts, non-managed assets$1,170,100,00025
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,153,382,00017
Employee benefit-defined benefit accounts, non-managed Assets$2,121,157,00024
Other retirement accounts, non-managed assets$2,766,106,00011
Corporate trust and agency accounts, non-managed assets$13,612,661,00013
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$638,306,00018
Memoranda
Custody and safekeeping accounts, non-managed assets$21,621,872,00038
Fiduciary accounts held in foreign offices, non-managed Assets$09
Individual retirement,health savings and similar accounts, non-managedNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$56,120,290,00025
Managed Assets ($)$27,810,034,00021
Personal trust and agency accounts, managed assets$14,482,966,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,231,206,00015
Employee benefit-defined benefit accounts, managed assets$1,869,932,00020
Other employee benefit and retirement-related accounts, managed assets$4,809,169,0006
Corporate trust and agency accounts, managed assets$5,985,00055
Investment management and investment advisory agency accounts, managed assets$5,086,640,00036
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$324,136,00022
Memoranda
Fiduciary accounts held in foreign offices, managed assets$011
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$28,310,256,00024
Personal trust and agency accounts, non-managed assets$1,248,929,00027
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,730,116,00019
Employee benefit-defined benefit accounts, non-managed Assets$2,297,878,00026
Other retirement accounts, non-managed assets$2,831,756,00012
Corporate trust and agency accounts, non-managed assets$14,489,301,00013
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$712,276,00021
Memoranda
Custody and safekeeping accounts, non-managed assets$23,428,741,00040
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managedNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$59,412,883,00024
Managed Assets ($)$28,327,815,00020
Personal trust and agency accounts, managed assets$14,842,252,00013
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,272,937,00013
Employee benefit-defined benefit accounts, managed assets$1,924,409,00017
Other employee benefit and retirement-related accounts, managed assets$4,935,029,0005
Corporate trust and agency accounts, managed assets$6,124,00053
Investment management and investment advisory agency accounts, managed assets$5,085,805,00035
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$261,259,00029
Memoranda
Fiduciary accounts held in foreign offices, managed assets$012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$31,085,068,00023
Personal trust and agency accounts, non-managed assets$1,211,090,00028
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,379,077,00019
Employee benefit-defined benefit accounts, non-managed Assets$2,364,973,00025
Other retirement accounts, non-managed assets$2,978,815,00012
Corporate trust and agency accounts, non-managed assets$17,491,799,00013
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$659,314,00023
Memoranda
Custody and safekeeping accounts, non-managed assets$25,158,555,00039
Fiduciary accounts held in foreign offices, non-managed Assets$010
Individual retirement,health savings and similar accounts, non-managedNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$60,617,988,00024
Managed Assets ($)$29,179,102,00021
Personal trust and agency accounts, managed assets$15,621,277,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,033,198,00016
Employee benefit-defined benefit accounts, managed assets$2,360,618,00017
Other employee benefit and retirement-related accounts, managed assets$3,821,407,0009
Corporate trust and agency accounts, managed assets$6,662,00078
Investment management and investment advisory agency accounts, managed assets$6,088,175,00034
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$247,765,00029
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$31,438,886,00023
Personal trust and agency accounts, non-managed assets$1,449,400,00025
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$6,793,052,00018
Employee benefit-defined benefit accounts, non-managed Assets$2,463,969,00027
Other retirement accounts, non-managed assets$2,672,228,00014
Corporate trust and agency accounts, non-managed assets$17,275,179,00013
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$785,058,00021
Memoranda
Custody and safekeeping accounts, non-managed assets$25,102,579,00040
Fiduciary accounts held in foreign offices, non-managed Assets$012
Individual retirement,health savings and similar accounts, non-managedNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$58,609,864,00025
Managed Assets ($)$30,184,983,00021
Personal trust and agency accounts, managed assets$15,960,504,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,054,915,00017
Employee benefit-defined benefit accounts, managed assets$2,433,936,00018
Other employee benefit and retirement-related accounts, managed assets$4,062,416,0007
Corporate trust and agency accounts, managed assets$7,643,00049
Investment management and investment advisory agency accounts, managed assets$6,414,717,00032
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$250,852,00031
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$28,424,881,00024
Personal trust and agency accounts, non-managed assets$1,842,090,00020
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$3,197,030,00030
Employee benefit-defined benefit accounts, non-managed Assets$2,479,119,00027
Other retirement accounts, non-managed assets$2,701,935,00014
Corporate trust and agency accounts, non-managed assets$17,403,868,00013
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$800,839,00022
Memoranda
Custody and safekeeping accounts, non-managed assets$25,199,372,00040
Fiduciary accounts held in foreign offices, non-managed Assets$011
Individual retirement,health savings and similar accounts, non-managedNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$53,533,551,00026
Managed Assets ($)$29,541,087,00021
Personal trust and agency accounts, managed assets$15,305,065,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$791,629,00020
Employee benefit-defined benefit accounts, managed assets$2,381,450,00018
Other employee benefit and retirement-related accounts, managed assets$1,601,583,00014
Corporate trust and agency accounts, managed assets$2,770,00066
Investment management and investment advisory agency accounts, managed assets$9,261,392,00022
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$197,198,00032
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$23,992,464,00025
Personal trust and agency accounts, non-managed assets$1,896,911,00018
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,912,271,00024
Employee benefit-defined benefit accounts, non-managed Assets$2,490,393,00028
Other retirement accounts, non-managed assets$3,121,953,00014
Corporate trust and agency accounts, non-managed assets$10,725,997,00015
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$844,939,00022
Memoranda
Custody and safekeeping accounts, non-managed assets$23,376,210,00042
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$53,306,801,00026
Managed Assets ($)$29,116,768,00023
Personal trust and agency accounts, managed assets$15,099,259,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$830,793,00020
Employee benefit-defined benefit accounts, managed assets$2,333,080,00021
Other employee benefit and retirement-related accounts, managed assets$1,675,226,00014
Corporate trust and agency accounts, managed assets$11,00092
Investment management and investment advisory agency accounts, managed assets$9,093,698,00021
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$84,701,00036
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$24,190,033,00025
Personal trust and agency accounts, non-managed assets$2,031,001,00016
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,813,373,00025
Employee benefit-defined benefit accounts, non-managed Assets$2,151,916,00029
Other retirement accounts, non-managed assets$3,423,490,00013
Corporate trust and agency accounts, non-managed assets$10,759,342,00016
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$1,010,911,00022
Memoranda
Custody and safekeeping accounts, non-managed assets$23,086,742,00042
Fiduciary accounts held in foreign offices, non-managed Assets$012
Individual retirement,health savings and similar accounts, non-managedNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$49,944,707,00026
Managed Assets ($)$29,104,897,00023
Personal trust and agency accounts, managed assets$14,951,766,00014
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$1,068,530,00019
Employee benefit-defined benefit accounts, managed assets$2,089,403,00022
Other employee benefit and retirement-related accounts, managed assets$1,727,444,00014
Corporate trust and agency accounts, managed assets$11,000251
Investment management and investment advisory agency accounts, managed assets$9,174,312,00021
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$93,431,00035
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$20,839,810,00027
Personal trust and agency accounts, non-managed assets$2,062,180,00015
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$4,918,683,00026
Employee benefit-defined benefit accounts, non-managed Assets$1,503,780,00032
Other retirement accounts, non-managed assets$2,071,375,00016
Corporate trust and agency accounts, non-managed assets$9,294,653,00016
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$989,139,00022
Memoranda
Custody and safekeeping accounts, non-managed assets$23,063,107,00041
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$26,332,549,00036
Managed Assets ($)$13,253,552,00034
Personal trust and agency accounts, managed assets$6,918,758,00023
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$308,082,00036
Employee benefit-defined benefit accounts, managed assets$588,833,00036
Other employee benefit and retirement-related accounts, managed assets$763,498,00024
Corporate trust and agency accounts, managed assets$10,00094
Investment management and investment advisory agency accounts, managed assets$4,619,495,00036
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$54,876,00042
Memoranda
Fiduciary accounts held in foreign offices, managed assets$012
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$13,078,997,00036
Personal trust and agency accounts, non-managed assets$1,296,281,00023
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,004,414,00038
Employee benefit-defined benefit accounts, non-managed Assets$591,763,00044
Other retirement accounts, non-managed assets$633,562,00027
Corporate trust and agency accounts, non-managed assets$7,928,736,00019
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$624,241,00028
Memoranda
Custody and safekeeping accounts, non-managed assets$11,315,525,00050
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$23,848,244,00036
Managed Assets ($)$11,143,760,00036
Personal trust and agency accounts, managed assets$5,156,302,00031
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$302,548,00035
Employee benefit-defined benefit accounts, managed assets$584,330,00037
Other employee benefit and retirement-related accounts, managed assets$740,162,00022
Corporate trust and agency accounts, managed assets$10,000100
Investment management and investment advisory agency accounts, managed assets$4,253,418,00037
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$106,990,00037
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$12,704,484,00037
Personal trust and agency accounts, non-managed assets$1,252,845,00022
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,943,637,00038
Employee benefit-defined benefit accounts, non-managed Assets$573,255,00050
Other retirement accounts, non-managed assets$1,616,322,00018
Corporate trust and agency accounts, non-managed assets$6,821,894,00020
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$496,531,00033
Memoranda
Custody and safekeeping accounts, non-managed assets$15,411,530,00047
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$22,160,758,00039
Managed Assets ($)$11,293,452,00035
Personal trust and agency accounts, managed assets$5,179,154,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$302,982,00036
Employee benefit-defined benefit accounts, managed assets$595,852,00036
Other employee benefit and retirement-related accounts, managed assets$750,188,00021
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$4,338,342,00035
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$126,934,00037
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$10,867,306,00038
Personal trust and agency accounts, non-managed assets$822,306,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,162,819,00037
Employee benefit-defined benefit accounts, non-managed Assets$1,466,958,00039
Other retirement accounts, non-managed assets$759,014,00024
Corporate trust and agency accounts, non-managed assets$5,181,919,00022
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$474,290,00033
Memoranda
Custody and safekeeping accounts, non-managed assets$16,793,948,00047
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$21,313,856,00039
Managed Assets ($)$11,031,379,00036
Personal trust and agency accounts, managed assets$5,026,387,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$298,591,00036
Employee benefit-defined benefit accounts, managed assets$584,050,00037
Other employee benefit and retirement-related accounts, managed assets$729,203,00023
Corporate trust and agency accounts, managed assets$0299
Investment management and investment advisory agency accounts, managed assets$4,288,798,00037
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$104,350,00038
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$10,282,477,00041
Personal trust and agency accounts, non-managed assets$736,933,00034
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,120,923,00037
Employee benefit-defined benefit accounts, non-managed Assets$1,408,493,00039
Other retirement accounts, non-managed assets$728,063,00025
Corporate trust and agency accounts, non-managed assets$4,904,775,00022
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$383,290,00035
Memoranda
Custody and safekeeping accounts, non-managed assets$13,974,652,00049
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$21,319,322,00039
Managed Assets ($)$11,070,113,00037
Personal trust and agency accounts, managed assets$5,034,768,00030
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$305,598,00038
Employee benefit-defined benefit accounts, managed assets$591,059,00036
Other employee benefit and retirement-related accounts, managed assets$724,258,00024
Corporate trust and agency accounts, managed assets$0110
Investment management and investment advisory agency accounts, managed assets$4,311,997,00038
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$102,433,00037
Memoranda
Fiduciary accounts held in foreign offices, managed assets$013
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$10,249,209,00041
Personal trust and agency accounts, non-managed assets$728,987,00034
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,252,780,00035
Employee benefit-defined benefit accounts, non-managed Assets$1,375,346,00039
Other retirement accounts, non-managed assets$688,218,00024
Corporate trust and agency accounts, non-managed assets$4,733,185,00022
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$470,693,00031
Memoranda
Custody and safekeeping accounts, non-managed assets$13,871,083,00049
Fiduciary accounts held in foreign offices, non-managed Assets$013
Individual retirement,health savings and similar accounts, non-managedNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$18,898,574,00042
Managed Assets ($)$9,971,306,00037
Personal trust and agency accounts, managed assets$4,454,354,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$367,609,00033
Employee benefit-defined benefit accounts, managed assets$519,162,00035
Other employee benefit and retirement-related accounts, managed assets$552,176,00025
Corporate trust and agency accounts, managed assets$21,012,00045
Investment management and investment advisory agency accounts, managed assets$3,995,783,00039
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$61,210,00048
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$8,927,268,00041
Personal trust and agency accounts, non-managed assets$609,861,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$2,157,310,00034
Employee benefit-defined benefit accounts, non-managed Assets$370,864,00053
Other retirement accounts, non-managed assets$1,279,032,00020
Corporate trust and agency accounts, non-managed assets$4,131,461,00025
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$378,740,00032
Memoranda
Custody and safekeeping accounts, non-managed assets$11,586,061,00048
Fiduciary accounts held in foreign offices, non-managed Assets$014
Individual retirement,health savings and similar accounts, non-managedNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$12,138,177,00054
Managed Assets ($)$7,308,113,00049
Personal trust and agency accounts, managed assets$3,205,305,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$181,047,00053
Employee benefit-defined benefit accounts, managed assets$488,017,00039
Other employee benefit and retirement-related accounts, managed assets$361,039,00035
Corporate trust and agency accounts, managed assets$0116
Investment management and investment advisory agency accounts, managed assets$3,068,747,00047
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$3,958,00083
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,830,064,00055
Personal trust and agency accounts, non-managed assets$444,755,00050
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$81,636,000122
Employee benefit-defined benefit accounts, non-managed Assets$214,345,00061
Other retirement accounts, non-managed assets$309,352,00040
Corporate trust and agency accounts, non-managed assets$3,413,907,00025
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$366,069,00033
Memoranda
Custody and safekeeping accounts, non-managed assets$8,107,915,00056
Fiduciary accounts held in foreign offices, non-managed Assets$015
Individual retirement,health savings and similar accounts, non-managedNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$13,311,388,00053
Managed Assets ($)$7,220,757,00050
Personal trust and agency accounts, managed assets$3,269,155,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$190,606,00051
Employee benefit-defined benefit accounts, managed assets$499,023,00040
Other employee benefit and retirement-related accounts, managed assets$353,813,00035
Corporate trust and agency accounts, managed assets$0309
Investment management and investment advisory agency accounts, managed assets$2,903,353,00048
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$4,807,00097
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$6,090,631,00051
Personal trust and agency accounts, non-managed assets$397,603,00053
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,245,649,00044
Employee benefit-defined benefit accounts, non-managed Assets$216,888,00061
Other retirement accounts, non-managed assets$549,517,00030
Corporate trust and agency accounts, non-managed assets$3,366,405,00027
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$314,569,00032
Memoranda
Custody and safekeeping accounts, non-managed assets$8,060,627,00056
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$12,618,673,00053
Managed Assets ($)$7,159,936,00048
Personal trust and agency accounts, managed assets$3,854,299,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$186,745,00052
Employee benefit-defined benefit accounts, managed assets$503,698,00039
Other employee benefit and retirement-related accounts, managed assets$335,730,00036
Corporate trust and agency accounts, managed assets$0107
Investment management and investment advisory agency accounts, managed assets$2,269,078,00052
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$10,386,00058
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,458,737,00052
Personal trust and agency accounts, non-managed assets$673,179,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,175,489,00044
Employee benefit-defined benefit accounts, non-managed Assets$175,548,00070
Other retirement accounts, non-managed assets$555,187,00029
Corporate trust and agency accounts, non-managed assets$2,815,732,00027
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$63,602,00051
Memoranda
Custody and safekeeping accounts, non-managed assets$7,698,202,00056
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$12,090,469,00057
Managed Assets ($)$6,989,607,00050
Personal trust and agency accounts, managed assets$3,854,366,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$198,534,00048
Employee benefit-defined benefit accounts, managed assets$464,267,00039
Other employee benefit and retirement-related accounts, managed assets$341,630,00035
Corporate trust and agency accounts, managed assets$0113
Investment management and investment advisory agency accounts, managed assets$2,117,824,00054
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$12,986,00060
Memoranda
Fiduciary accounts held in foreign offices, managed assets$014
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,100,862,00058
Personal trust and agency accounts, non-managed assets$666,749,00041
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,127,188,00046
Employee benefit-defined benefit accounts, non-managed Assets$173,977,00069
Other retirement accounts, non-managed assets$552,147,00030
Corporate trust and agency accounts, non-managed assets$2,577,420,00028
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$3,381,00083
Memoranda
Custody and safekeeping accounts, non-managed assets$7,756,369,00057
Fiduciary accounts held in foreign offices, non-managed Assets$017
Individual retirement,health savings and similar accounts, non-managedNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,817,483,00060
Managed Assets ($)$5,688,085,00058
Personal trust and agency accounts, managed assets$3,912,682,00039
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$203,560,00048
Employee benefit-defined benefit accounts, managed assets$470,024,00040
Other employee benefit and retirement-related accounts, managed assets$348,113,00036
Corporate trust and agency accounts, managed assets$0109
Investment management and investment advisory agency accounts, managed assets$745,850,00080
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$7,856,00065
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,129,398,00057
Personal trust and agency accounts, non-managed assets$698,377,00037
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,124,387,00046
Employee benefit-defined benefit accounts, non-managed Assets$217,799,00063
Other retirement accounts, non-managed assets$546,948,00031
Corporate trust and agency accounts, non-managed assets$2,532,736,00028
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$9,151,00075
Memoranda
Custody and safekeeping accounts, non-managed assets$7,749,366,00060
Fiduciary accounts held in foreign offices, non-managed Assets$017
Individual retirement,health savings and similar accounts, non-managedNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,767,622,00063
Managed Assets ($)$5,696,932,00059
Personal trust and agency accounts, managed assets$3,863,404,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$209,995,00051
Employee benefit-defined benefit accounts, managed assets$475,905,00040
Other employee benefit and retirement-related accounts, managed assets$345,725,00037
Corporate trust and agency accounts, managed assets$416,000214
Investment management and investment advisory agency accounts, managed assets$769,513,00080
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$31,974,00066
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,070,690,00058
Personal trust and agency accounts, non-managed assets$681,369,00040
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$1,060,493,00050
Employee benefit-defined benefit accounts, non-managed Assets$248,084,00067
Other retirement accounts, non-managed assets$589,051,00032
Corporate trust and agency accounts, non-managed assets$2,466,019,00034
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$25,674,00074
Memoranda
Custody and safekeeping accounts, non-managed assets$8,596,539,00057
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,544,902,00063
Managed Assets ($)$5,507,195,00060
Personal trust and agency accounts, managed assets$3,761,372,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$199,800,00054
Employee benefit-defined benefit accounts, managed assets$452,395,00041
Other employee benefit and retirement-related accounts, managed assets$331,386,00038
Corporate trust and agency accounts, managed assets$3,129,00076
Investment management and investment advisory agency accounts, managed assets$731,981,00082
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$27,132,00071
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,037,707,00062
Personal trust and agency accounts, non-managed assets$649,958,00039
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$983,701,00051
Employee benefit-defined benefit accounts, non-managed Assets$306,958,00064
Other retirement accounts, non-managed assets$580,538,00031
Corporate trust and agency accounts, non-managed assets$2,504,997,00036
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$11,555,00086
Memoranda
Custody and safekeeping accounts, non-managed assets$8,443,672,00056
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$11,114,335,00064
Managed Assets ($)$6,030,226,00058
Personal trust and agency accounts, managed assets$3,750,404,00035
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$213,682,00050
Employee benefit-defined benefit accounts, managed assets$422,198,00041
Other employee benefit and retirement-related accounts, managed assets$328,641,00035
Corporate trust and agency accounts, managed assets$2,951,00080
Investment management and investment advisory agency accounts, managed assets$1,154,009,00075
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$158,341,00040
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,084,109,00066
Personal trust and agency accounts, non-managed assets$624,465,00042
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$995,970,00050
Employee benefit-defined benefit accounts, non-managed Assets$297,055,00064
Other retirement accounts, non-managed assets$583,768,00033
Corporate trust and agency accounts, non-managed assets$2,511,292,00038
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$71,559,00058
Memoranda
Custody and safekeeping accounts, non-managed assets$8,066,396,00056
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$10,624,032,00063
Managed Assets ($)$5,871,706,00054
Personal trust and agency accounts, managed assets$3,562,695,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$208,824,00049
Employee benefit-defined benefit accounts, managed assets$391,933,00041
Other employee benefit and retirement-related accounts, managed assets$325,118,00033
Corporate trust and agency accounts, managed assets$2,783,00084
Investment management and investment advisory agency accounts, managed assets$1,164,117,00070
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$216,236,00034
Memoranda
Fiduciary accounts held in foreign offices, managed assets$016
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$4,752,326,00065
Personal trust and agency accounts, non-managed assets$586,677,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$879,739,00051
Employee benefit-defined benefit accounts, non-managed Assets$272,196,00067
Other retirement accounts, non-managed assets$514,544,00036
Corporate trust and agency accounts, non-managed assets$2,423,257,00038
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$75,913,00050
Memoranda
Custody and safekeeping accounts, non-managed assets$7,492,502,00057
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$11,599,570,00060
Managed Assets ($)$5,953,116,00054
Personal trust and agency accounts, managed assets$3,631,670,00032
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$218,737,00049
Employee benefit-defined benefit accounts, managed assets$398,156,00038
Other employee benefit and retirement-related accounts, managed assets$328,672,00033
Corporate trust and agency accounts, managed assets$2,790,000156
Investment management and investment advisory agency accounts, managed assets$1,167,918,00068
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$205,173,00037
Memoranda
Fiduciary accounts held in foreign offices, managed assets$017
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,646,454,00057
Personal trust and agency accounts, non-managed assets$591,288,00038
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$889,471,00051
Employee benefit-defined benefit accounts, non-managed Assets$282,000,00070
Other retirement accounts, non-managed assets$529,690,00034
Corporate trust and agency accounts, non-managed assets$3,283,561,00030
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$70,444,00056
Memoranda
Custody and safekeeping accounts, non-managed assets$8,098,693,00056
Fiduciary accounts held in foreign offices, non-managed Assets$017
Individual retirement,health savings and similar accounts, non-managedNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
Total fiduciary and related assets$14,511,993,00049
Managed Assets ($)$8,519,934,00043
Personal trust and agency accounts, managed assets$3,870,114,00034
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assets$281,189,00049
Employee benefit-defined benefit accounts, managed assets$185,003,00059
Other employee benefit and retirement-related accounts, managed assets$367,878,00032
Corporate trust and agency accounts, managed assets$2,841,000152
Investment management and investment advisory agency accounts, managed assets$3,627,541,00032
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assets$185,368,00040
Memoranda
Fiduciary accounts held in foreign offices, managed assets$015
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)$5,992,059,00051
Personal trust and agency accounts, non-managed assets$680,636,00039
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assets$921,820,00043
Employee benefit-defined benefit accounts, non-managed Assets$542,602,00048
Other retirement accounts, non-managed assets$589,759,00036
Corporate trust and agency accounts, non-managed assets$3,176,486,00028
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assets$80,756,00050
Memoranda
Custody and safekeeping accounts, non-managed assets$5,794,789,00057
Fiduciary accounts held in foreign offices, non-managed Assets$016
Individual retirement,health savings and similar accounts, non-managedNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
Total fiduciary and related assets$01
Managed Assets ($)NANA
Personal trust and agency accounts, managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, managed assetsNANA
Employee benefit-defined benefit accounts, managed assetsNANA
Other employee benefit and retirement-related accounts, managed assetsNANA
Corporate trust and agency accounts, managed assetsNANA
Investment management and investment advisory agency accounts, managed assetsNANA
Foundation and endowment trust and agency accounts, managed assetsNANA
Other fiduciary accounts, managed assetsNANA
Memoranda
Fiduciary accounts held in foreign offices, managed assetsNANA
Individual retirement,health savings and similar accounts, managed assetsNANA
Investments of managed fiduciary accts in advised or sponsored mutual fundsNANA
Non-managed Assets ($)NANA
Personal trust and agency accounts, non-managed assetsNANA
Employee benefit and retirement-related trust and agency accounts
Employee benefit-defined contribution accounts, non-managed assetsNANA
Employee benefit-defined benefit accounts, non-managed AssetsNANA
Other retirement accounts, non-managed assetsNANA
Corporate trust and agency accounts, non-managed assetsNANA
Investment management and advisory agency accounts, non-managed assetsNANA
Foundation and endowment trust and agency accounts, non-managed assetsNANA
Other fiduciary accounts, non-managed assetsNANA
Memoranda
Custody and safekeeping accounts, non-managed assetsNANA
Fiduciary accounts held in foreign offices, non-managed AssetsNANA
Individual retirement,health savings and similar accounts, non-managedNANA